Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,924 | $127,387+209.2% | $115,038+242.4% | $125,389+214.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.67% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $9,974 | $5,166+93.1% | $4,608+116.5% | $4,866+105.0% |
| Participant deferral / active EE | $10,024 | $6,423+56.1% | $6,026+66.3% | $5,352+87.3% |
| Admin fee / account holder | $222 | $9,516-97.7% | $8,175-97.3% | $9,541-97.7% |